SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,343 filers reported holding SPDR S&P 500 ETF TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,663,788 | -15.6% | 27,285 | -12.5% | 7.77% | -13.6% |
| Q2 2023 | $13,827,632 | -3.6% | 31,194 | -10.9% | 8.99% | +0.6% |
| Q1 2023 | $14,338,089 | +5.0% | 35,023 | -1.9% | 8.94% | -0.6% |
| Q4 2022 | $13,650,407 | +3.5% | 35,694 | -3.4% | 8.99% | -14.1% |
| Q3 2022 | $13,192,000 | -3.0% | 36,933 | +2.4% | 10.46% | -10.6% |
| Q2 2022 | $13,602,000 | +18.4% | 36,056 | +41.7% | 11.70% | +27.1% |
| Q1 2022 | $11,490,000 | +2.5% | 25,440 | +7.7% | 9.20% | +4.0% |
| Q4 2021 | $11,215,000 | – | 23,612 | – | 8.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |